COPILOT MODE: 7 AUTOMATED STEPS
A structured process from decision to signature
End-to-end support for your M&A engagement
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The platform that turns a legal or financial professional into a credible and well-structured M&A player.
A unique combination of artificial intelligence, collaborative platform, and human expertise to guide you from start to finish
80% Faster
Documents in minutes, not days
87% Match Rate
AI matching with 6,500+ buyers
Bank-Level Security
Swiss hosting, GDPR, encrypted
Bank Quality
Professional deliverables
How Capinext Works
A unique combination of artificial intelligence, collaborative platform, and human expertise to guide you from start to finish
80% Faster
Documents in minutes, not days
87% Match Rate
AI matching with 6,500+ buyers
Bank-Level Security
Swiss hosting, GDPR, encrypted
Bank Quality
Professional deliverables
Boost your growth with a new high-margin business
Compare the traditional method with Capinext
Traditional Method
With Capinext
A platform designed for you
Intuitive, powerful, and collaborative
Manage all your engagements
Centralized dashboard with real-time indicators, completed steps, generated documents, and automatic alerts. Instantly visualize the progress of each engagement.
AI generates your documents
Teasers, memorandums, valuation reports, due diligence, sale agreements… All your professional deliverables created automatically according to market standards.
Find the right buyers
Intelligent matching algorithm with our database of 6,500+ buyers and investors. Compatibility scoring, automated campaigns, and interaction tracking.
Two usage modes according to your needs
Choose between full automation or manual control at each step
Copilot Mode
The platform guides you step by step and automatically generates all professional deliverables
Free Mode
Use the platform at your own pace with your own documents and methodology and increase your productivity
Designed for Finance and Legal Professionals
Business Lawyers
Support your clients throughout the entire sale, merger, or acquisition cycle — from valuation to buyer matching — while maintaining your role as legal expert in the final phase.
CPAs & Accountants
Expand your role and revenue by supporting your clients in sale or external growth projects from preparation to closing
Financial Consultants
Manage the entire process from a single platform and increase your productivity. Access 6,500+ qualified buyers.
They transformed their business
Professionals like you share their experience
How Marc (CPA, Lausanne) billed $250,000 on his first engagement
The Before (Pain)
2023: My 18-year client wants to sell his business worth $5 million. The client hires an M&A professional. Result: The professional earns $250,000 (5%). Me: $0. I lose the client.
The Decision (Hesitation)
2026: I discover Capinext. First reaction: ‘It’s too complex.’ But first engagement free = zero risk. I try it.
The Process (Discovery)
With Capinext’s support, I sign the sale mandate for my client’s business. I upload the data, answer a questionnaire, Capinext does the valuation. In 2 weeks, I have a professional memorandum and am ready to market. Client impressed.
The Result (Transformation)
Deal signed 5 months later. I billed $250,000 (5% of $5M). For ~180h of work. My effective hourly rate = $1,388/h. »
« I managed my first sale in 5 months with Capinext. Without the platform, I would have declined due to lack of time. Fees billed: $/chf/€ 250,000 (5%). My effective hourly rate: $/chf/€ 1,388/h. »
« I was losing +$/chf/€ 100,000 in fees every time a client sold. Now I capture that value. My firm has changed dimension. »
« The dedicated Capinext expert validated each step. I was never alone facing a complex decision. Effective hourly rate on my first deal: $/chf/€ 2,000/h. »
Your trust is our priority
Swiss Hosting
Data hosted exclusively in Switzerland on certified servers, guaranteeing optimal protection.
GDPR Compliance
100% compliant with European GDPR. Protection according to the strictest standards.
Total confidentiality
Encrypted data room, controlled access, complete traceability for your professional confidentiality.
Expert support
Team of M&A specialists available at every step of your engagements.
Zero risk for you
We take the risk, you keep the benefits
First Engagement Free
Test with a real client, pay only if you succeed. You bill $150,000-500,000. Capinext costs $0 if the deal doesn’t close.
Dedicated M&A Expert
Each engagement includes a dedicated M&A expert (15+ years experience). Unlimited calls. Validation before each client delivery.
Satisfaction Guaranteed
If you’re not satisfied within the first 30 days, full refund. No questions asked.
Pre-registration for Alpha Version (MVP)
Join the first 100 users and benefit from exclusive lifetime advantages. Limited spots.
Frequently Asked Questions
Everything you need to know before getting started
I’ve never done M&A. Is it too complex for me?
That’s exactly why Capinext exists. 3h training + dedicated expert who validates each step. 75% of our users had NO M&A experience before their first deal. Average time to successful deal: 4-6 months.
I don’t have time to learn a new tool.
Training = 3h. First deal with Capinext = 150-240h (spread over 4-6 months). Without Capinext = 250-400h. You save 120h per engagement. And you bill $/chf/€ 150-500K instead of $0.
What if I fail the deal? I’ll lose my reputation.
An M&A expert supports you BEFORE each delivery to your client or buyer. Automatic red flag detection. Plus, 1st engagement free = you test without financial risk.
My clients will think I’m not competent if I use software.
False. Your clients EXPECT you to use the best tools (like they use Excel, CRM, etc.). What they want = optimal results. Capinext allows you to deliver investment bank quality at competitive prices.
Will AI replace me?
No. AI handles repetitive calculations (valuation, teaser draft, sourcing). YOU do the noble work: strategic advice, negotiation, buyer selection, human client support. Capinext STRENGTHENS your role, doesn’t replace it.
How many deals do I need to make Capinext profitable?
Just one. Average deal ($2 Million) = $/chf/€ 70,000 in fees (5%). Effective hourly rate: $/chf/€ 556/h on a single deal (180h of work).
Why is the first engagement free? What’s the catch?
No catch. We’re betting on you. If you succeed (75% success rate), you’ll come back for engagements 2, 3, 4+. If you fail, you pay nothing. We take the risk.
Are the 6,500 buyers really qualified?
Yes. Database verified and developed over 25+ years: Private Equity, Family Offices, industrial groups, sector funds. Algorithmic matching = 87% compatibility on presented profiles.
The intelligent M&A platform for finance and legal professionals